Home
Help
How to Connect Webhooks with Karix

How to Connect Webhooks with Karix

How to Connect Webhooks with Karix

The integration will allow you to get new leads from Webhooks and transfer them to Karix for sending SMS. For example, you can write to potential clients that their application has been accepted for work and they will be called back soon or send personalized profitable offers. This way you can automate the process of processing data from the Webhooks using Karix as efficiently as possible.

Let's go through the entire Webhooks with Karix setup steps together!

Navigation:
1. What will integration Webhooks with Karix do?
2. How to connect Webhooks account?
3. How to connect Karix account?
4. How to setup data transfer from Webhooks to Karix?
5. An example of the data that will be sent to your Karix.
6. Auto-update.


To start setup new connection, click "Create connection".

How to Connect Webhooks with Karix | Create connection

Select a system as the Data Source. In this case, you must specify the Webhooks.

How to Connect Webhooks with Karix | Data Source system selection

Next, you need to specify the system to which the data from the Webhooks will be transferred. In this case, you must specify Karix.

How to Connect Webhooks with Karix | Data Destination system selection

The next step is to select Webhooks account from which SaveMyLeads get leads.

If there are no accounts connected to the system, click "Connect account".

If desired, you can change its name or simply click "Continue".

How to Connect Webhooks with Karix | Data Source account connection
How to Connect Webhooks with Karix | Data Source account connection

When the connected account is displayed in the "active accounts" list, select it for further work.

How to Connect Webhooks with Karix | Data Source account selection

Next, you need to copy the "URL for receiving data", click "Continue" and go to your account, that supports data transfer via Webhooks.

How to Connect Webhooks with Karix | Data Source account selection

For the example work in this help, we will copy this link and go to the Kajabi account, setup an publication for transferring data via Webhooks.

You can do the same on any other system that supports Webhooks.

Go to the "Sales" - "Offers" tab, then select the publication from which you want to Data Destination.

How to Connect Webhooks with Karix | Data Source account selection

Click on three dots and select "Webhooks".

How to Connect Webhooks with Karix | Data Source account selection

In the "Purchase Webhook URL" field, paste the link you copied earlier from the SaveMyLeads system. After that, click "Send Test" to create a test event in the Kajabi system.

If you don't see the "Send test" button, click "Save" and go to the "Webhooks" section again.

How to Connect Webhooks with Karix | Data Source account selection

The next step is to select Karix account to which leads will be sent.

If there are no accounts connected to the system, click "Connect account".

How to Connect Webhooks with Karix | Data Destination account connection

Enter your Karix account Sub-account ID and Private key from your account.

In order to get this data, go to your Karix personal account in the API Keys.

How to Connect Webhooks with Karix | Data Destination account connection
How to Connect Webhooks with Karix | Data Destination account connection

When the connected account is displayed in the "active accounts" list, select it for further work.

Attention! If your account is in the "inactive accounts" list, check your access to this account!

How to Connect Webhooks with Karix | Data Destination account selection

Now you need to assign variables to the required fields to send data to Karix.

Select the required Webhooks data, click on the parameter and it will be assigned to the selected Karix field.

You also need to specify the sender that you have registered.

How to Connect Webhooks with Karix | Assigning fields
How to Connect Webhooks with Karix | Assigning fields

In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.

Click "Continue" when you're done with assigning fields.

Please note that you can use not only Webhooks variables, but also manually entered data. Also, all these data can be combined with each other.

How to Connect Webhooks with Karix | Assigning fields

Now you can see Test data.

Click "Send test data to Karix" and check your Karix.

If something does not suit you, click "Back" and go back one step.

In order for data from Webhooks to be transferred multi-venously to Karix, click "Finish setup".

How to Connect Webhooks with Karix | Test data

On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.

How to Connect Webhooks with Karix | Name and group connection

When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.

How to Connect Webhooks with Karix | Enable auto-update

This completes the integration setup between Webhooks and Karix! See how easy it is!?

Now you don't have to worry, SaveMyLeads will do everything on its own!